FP&A Senior Financial Analyst

Truist Bank•Charlotte, NC

4d•Onsite

About The Position

Provide financial analysis and performance reporting necessary to support strategic execution of Truist Financial Corporation's (and subsidiaries') profit planning or forecasting process and related year-round activities. Specific activities may change from time to time.

Requirements

Bachelor's degree in Business or Finance, or equivalent education and related training
Two to four years of experience in financial analysis or corporate budgeting/profit planning/forecasting
Ability to achieve productivity in and perform financial modeling and analysis related to Truist income statement and balance sheet accounts, lines of business, and Executive Leadership roll-ups
Vision and drive to evaluate processes for efficiency and effectiveness and continuously improve
Ability to be flexible and adaptive in a fast-paced and dynamic work environment
Strong interpersonal and communication (verbal and written) skills
Demonstrated proficiency in basic computer applications, including Microsoft Office software products

Nice To Haves

Master's degree in finance or business administration
Professional designation such as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
Knowledge of financial industry business practices
Financial system experience, such as SAP or Hyperion
Experience with financial tools, practices, and concepts used by Truist

Responsibilities

Support the Corporation's profit planning or forecasting process, including reviewing submissions, compiling reports, performing ad-hoc analyses, and maintaining controls and documentation.
Work with FP&A and LOBs to support development of accurate profit plans and forecasts, understanding business drivers, and reviewing results to identify areas of improvement.
Perform variance analysis comparing the profit plan and forecast to actual results and prior forecast to support performance assessment and strategic decision-making.
Compile, review, and submit timely and accurate monthly reporting related to the Bank's and LOB's financial performance and/or regulatory/SEC requirements.
Support development of alternative forecasting methods via models and business tools to provide effective challenge to LOBs for their baseline profit plans and forecasts.
Participate in training programs related to profit planning and forecasting processes and systems, and in cross-training with teammates in areas such as FTE analysis, expense allocations, and profit plan changes.
Communicate effectively with Truist Financial Management, lines of business, and internal departments.